MSH Capital Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

MSH Capital Advisors’s Portfolio JEPI Stock Details JEPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$629K	Buy	11,103 +2,733	+33%	+$159K	0.13%	154
2025 Q4	$479K	Buy	+8,370	New	+$478K	0.1%	182
2023 Q4	–	Sell	-32,216	Closed	-$1.73M	–	222
2023 Q3	$1.73M	Sell	32,216 -7,373	-19%	-$406K	0.68%	48
2023 Q2	$2.19M	Buy	39,589 +1,628	+4%	+$88.9K	0.8%	39
2023 Q1	$2.07M	Buy	37,961 +7,809	+26%	+$424K	0.89%	33
2022 Q4	$1.64M	Buy	30,152 +7,911	+36%	+$430K	0.74%	42
2022 Q3	$1.14M	Buy	22,241 +1,940	+10%	+$108K	0.56%	66
2022 Q2	$1.13M	Buy	20,301 +3,475	+21%	+$201K	0.52%	68
2022 Q1	$1.03M	Buy	16,826 +4,838	+40%	+$293K	0.43%	77
2021 Q4	$758K	Buy	+11,988	New	+$739K	0.34%	83

Other funds holding JEPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MSH Capital Advisors's JEPI Position: Q1 2026 in Review

MSH Capital Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 33% in Q1 2026, buying an estimated $159K and bringing the position to 11,103 shares worth $629K. The position accounts for 0.13% of the portfolio, ranked #154.

MSH Capital Advisors first reported a position in JEPI in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.19M in Q2 2023. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

MSH Capital Advisors held 11,103 shares of JPMorgan Equity Premium Income ETF worth $629K as of Q1 2026.
MSH Capital Advisors bought 2,733 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $159K.
JPMorgan Equity Premium Income ETF made up 0.13% of MSH Capital Advisors's portfolio in Q1 2026, its #154 holding.
MSH Capital Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 10 quarters since.
MSH Capital Advisors's JPMorgan Equity Premium Income ETF position peaked at $2.19M in Q2 2023.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.